It would be much easier visually to see open claims if they were a different color, and when they were paid, it could turn black. For example, all procedures that have not been paid by insurance would be in blue on the ledger, and once paid turn black.

When we print our statements, we check the Credit Card Payment Information Box so that patients can send us their CC information. We need a box for the CSV number that is on the back of the CC. We have gone to a different CC processor and they are requiring this #. Thanks

It looks like we’ve had several individuals request this feature. However, there are still quite a few features that are higher priorities on MyVoice. We still need more supporters to bump this up on the list.

Almost universally, clinics miss the functionality of “show transaction links” and everyone wants it back. In response to this, the group discussed having an automatic “show transaction links” feature. When clicking on rows in the ledger with a procedure, or on a row with claim information like primary sent, primary received etc., all other procedures and claim data rows attached to it would highlight automatically. It was suggested that for performance reasons this might not always be wanted. Each user should therefore be able to set this feature to always be on, to always be off or to ask the user each time a different patient is called up. The “show transaction links” menu option should do this when the automatic feature to do so is turned off.

From the North East Dentrix Users Group

Almost universally, clinics miss the functionality of “show transaction links” and everyone wants it back. In response to this, the group discussed having an automatic “show transaction links” feature. When clicking on rows in the ledger with a procedure, or on a row with claim information like primary sent, primary received etc., all other procedures and claim data rows attached to it would highlight automatically. It was suggested that for performance reasons this might not always be wanted. Each user should therefore be able to set this feature to always be on, to…

WHEN INS TAKES BACK MONEY ON A CLAIM NEEDS TO BE POSTED TO SAME CALIM AS A NEGATIVE WAITING FOR NEW PAYMENT. CLAIMS NEEDS TO BE REOPENED. SO THAT THE CLAIM DOESN'T GET LOST A FUTURE PAYMENT CAN BE APPLIED.

We have a multi-tiered sliding scale that gives patients varying levels of discounts depending on their income levels. Procedures are billed at UCR and the associated discount is automatically posted to the ledger based on the appropriate sliding scale level. Currently, when a procedure is deleted the associated discount is left on the ledger and needs to be manually deleted. The discount should automatically be deleted when the procedure is deleted.

Ability to apply suspended credit after the month has closed. Example, say a patient payment is applied to the procedure before insurance pays, but when insurance pays, they pay more than what we estimated leaving a credit, but then the month gets closed and those credits are suspended and therefore frozen. Need to be able to fix this, without having to call Dentrix and have them run a Script-165.

There is an increasing amount of plans that offer additional funds in roll-over benefits and cleaning, exams and x-rays that do not come out of their yearly maximum. We can not change individual maximums (say from $1000 to $1250 with a $250 rollover only allowed for the benefit period) and it would be helpful to change it temporarily until the insurance renews. Additionally, it is too difficult while posting insurance payments to determine if the benefits paid should or should not come out of the yearly maximum, leaving money on the table for some patients who look like they are maxed.

There is an increasing amount of plans that offer additional funds in roll-over benefits and cleaning, exams and x-rays that do not come out of their yearly maximum. We can not change individual maximums (say from $1000 to $1250 with a $250 rollover only allowed for the benefit period) and it would be helpful to change it temporarily until the insurance renews. Additionally, it is too difficult while posting insurance payments to determine if the benefits paid should or should not come out of the yearly maximum, leaving money on the table for some patients who look like they are…

if you post a payment and/or adjustment to a claim, once you close that claim you cannot enter and additional adjustment. Users should be able to additional adjustments just as additional insurance payments.

There is an option to choose electronic payment when posting an insurance payment, however, there's no way to distinguish that on reports. So the option is there, but it doesn't really serve any purpose the way it's set up. There should be a "insurance - check payment" and "insurance - EFT payment" on the daysheet receipts like check payment or check payment by mail.

When posting a recoupment from insurance/Medicaid we need a way to Reflect it as a debit on the check. At present when a patient has a recoupment from Medicaid and the patient does not have a payment on the same check payment. We have to take the recoupment amount from another patient and make an adjustment entry to balance the check.

Insurance dates of coverage NEED to be recognized so that claims are not generated for patients whose coverage has lapsed. If we delete the information and the insurance is reinstated we have to re-enter all the information again. I have never worked with a system that does not recognize these dates. Very disappointed.